Commercial Trust Financial Services

Cameron Byrd is a financial advisor at Commercial Trust Financial Services with 13 years of industry experience. He holds the Series 66 designation and has held roles at firms including Convergence Financial, LLC, LPL Financial, LLC, and Waddell & Reed, Inc. Byrd also provides investment advisory services through Convergence Financial, LLC, an independent registered investment advisor. Commercial Trust Financial Services offers discretionary portfolio management through a wrap fee program and LPL-sponsored advisory platforms, serving individuals, high-net-worth clients, charitable organizations, and corporations. The firm emphasizes documented client goals and risk tolerance, pursuing long-term trading with fundamental and cyclical analysis alongside modern portfolio theory.

Cole Horstmann is a financial advisor at Commercial Trust Financial Services with four years of industry experience and holds a Series 66 designation. Prior to joining Commercial Trust Financial Services in 2026, he worked at Convergence Financial and LPL Financial. Outside of advising, he has experience in the hospitality industry with Emmet's Kitchen and Tap. Commercial Trust Financial Services offers discretionary portfolio management for individuals, high-net-worth clients, charitable organizations, and corporations, utilizing fundamental and cyclical analysis alongside modern portfolio theory. The firm manages portfolios through a wrap fee program and LPL-sponsored platforms, emphasizing long-term investment strategies and a defined set of investment types.

Austin Francis is a financial advisor at Commercial Trust Financial Services with one year of industry experience. He holds a Series 66 designation and previously worked at Veterans United Home Loans and Widhalm Construction LLC. Commercial Trust Financial Services provides discretionary portfolio management and investment advice to individuals, high-net-worth clients, charitable organizations, and corporations. The firm employs a long-term trading approach based on fundamental and cyclical analysis, offering a limited selection of investment types and overseeing portfolio monitoring as the sole portfolio manager of its wrap fee program.

Kyle Elliott is a financial advisor with Commercial Trust Financial Services, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has worked at Commercial Trust Company since 1992 and has held roles at LPL Financial, Convergence Financial, LLC, and Good Life Advisors, LLC. Elliott also has experience overseeing trust department management and is a licensed notary. Commercial Trust Financial Services provides discretionary portfolio management primarily through a wrap fee program and LPL-sponsored platforms. The firm serves individuals, high-net-worth clients, charitable organizations, and corporations, focusing on tailored, long-term investment strategies using fundamental and cyclical analysis alongside modern portfolio theory.

Jeffrey Kenney is a financial advisor at Commercial Trust Financial Services with one year of industry experience. He holds a Series 66 designation and previously worked at Convergence Financial and LPL Financial LLC. Outside of advisory roles, he provides administrative support to an independent investment advisory firm. Commercial Trust Financial Services offers discretionary portfolio management, serving individuals, high-net-worth clients, charitable organizations, and corporations. The firm emphasizes long-term trading based on fundamental and cyclical analysis within a defined set of investment types and acts as both wrap fee sponsor and sole portfolio manager for its programs.